Palladiem’s Unilever UL Stock Holding History

Palladiem’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$37.7K	Sell	627 -3,703	-86%	-$214K	0.04%	106
2026 Q1	$253K	Hold	4,330	–	–	0.24%	43
2025 Q4	$284K	Buy	+4,330	New	+$291K	0.27%	40
2023 Q3	$266K	Hold	4,781	–	–	0.29%	41
2023 Q2	$280K	Hold	4,781	–	–	0.29%	41
2023 Q1	$279K	Hold	4,781	–	–	0.3%	36
2022 Q4	$271K	Hold	4,781	–	–	0.28%	39
2022 Q3	$236K	Sell	4,781 -196	-4%	-$10.2K	0.25%	41
2022 Q2	$257K	Hold	4,977	–	–	0.26%	41
2022 Q1	$255K	Hold	4,977	–	–	0.23%	42
2021 Q4	$301K	Hold	4,977	–	–	0.24%	41
2021 Q3	$304K	Hold	4,977	–	–	0.25%	38
2021 Q2	$328K	Hold	4,977	–	–	0.26%	45
2021 Q1	$313K	Hold	4,977	–	–	0.27%	39
2020 Q4	$338K	Buy	+4,977	New	+$338K	0.32%	38
2015 Q3	$33K	Hold	720	–	–	0.05%	57
2015 Q2	$35K	Hold	720	–	–	0.03%	70
2015 Q1	$34K	Hold	720	–	–	0.03%	80
2014 Q4	$33K	Buy	+720	New	+$33K	0.03%	81

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Palladiem's UL Position: Q2 2026 in Review

Palladiem reduced its Unilever (UL) stake by 86% in Q2 2026, selling an estimated $214K and leaving 627 shares worth $37.7K. The position accounts for 0.04% of the portfolio, ranked #106.

Palladiem first reported a position in UL in Q4 2014 and has held it in 19 quarters since. The position peaked at $338K in Q4 2020. 1,187 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Palladiem held 627 shares of Unilever worth $37.7K as of Q2 2026.
Palladiem sold 3,703 Unilever shares in Q2 2026, an estimated $214K.
Unilever made up 0.04% of Palladiem's portfolio in Q2 2026, its #106 holding.
Palladiem first reported a position in Unilever in Q4 2014 and has held it in 19 quarters since.
Palladiem's Unilever position peaked at $338K in Q4 2020.
1,187 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Palladiem's 13F filing for Q2 2026, filed 13 Aug 2026.